| Client Funds Report | 
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How to Access
Tabs3 Billing Location
Quick Launch
Client Funds Report
Menu
Reports | Management | Client Funds Report
Home
All Actions | People | Client Reports | Client Funds Report
All Actions | Reports | Client Reports | Client Funds Report
All Actions | Reports | Management Reports | Client Funds Report
Access Rights
Access Profile | Tabs3 Billing tab | Management Reports | Client Funds Report
R11818 - Access Rights
Exclusivity
Platinum
Non-Platinum
The Client Funds Report shows a ledger of client funds activity within the specified date range for client funds clients. Client funds clients include clients that have a client funds balance, client funds activity or an amount in the Minimum, Target, Retainer Balance or Amount to Bill fields. The detail report shows the opening and closing fund balance, total deposits, payments and withdrawals, whether the client is set up as a one-time retainer client as well as any amounts entered in the Minimum, Target, Retainer Balance and Amount to Bill fields. A summary report with balances only can be selected. A report including only clients with activity can be generated. A total fund balance is shown at the end of the report. Clients with a fund balance of zero can optionally be excluded from the report.
The following program tabs are available:
Click on the desired tab when 
appears for information about that program tab.
| Client | Options | Sort |
The OK button can be used to display the Print dialog box.
The Cancel button can be used to close the Client Funds Report window.
The Load and Save buttons are used in conjunction with Tabs3's report definitions.
| See also: | Client Funds Overview |
| Tabs3 Sample Reports |
Note: The "Client" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the label "Client" is used in all documentation.
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